EATZ vs. XRT
Compare and contrast key facts about AdvisorShares Restaurant ETF (EATZ) and SPDR S&P Retail ETF (XRT).
EATZ and XRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EATZ is an actively managed fund by AdvisorShares. It was launched on Apr 20, 2021. XRT is a passively managed fund by State Street that tracks the performance of the S&P Retail Select Industry. It was launched on Jun 19, 2006.
Performance
EATZ vs. XRT - Performance Comparison
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EATZ vs. XRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EATZ AdvisorShares Restaurant ETF | -0.73% | -6.67% | 23.21% | 25.23% | -20.68% | -5.06% |
XRT SPDR S&P Retail ETF | -5.40% | 8.07% | 11.78% | 21.53% | -31.64% | 0.49% |
Returns By Period
In the year-to-date period, EATZ achieves a -0.73% return, which is significantly higher than XRT's -5.40% return.
EATZ
- 1D
- 1.62%
- 1M
- -7.59%
- YTD
- -0.73%
- 6M
- -5.70%
- 1Y
- -4.92%
- 3Y*
- 9.29%
- 5Y*
- —
- 10Y*
- —
XRT
- 1D
- 2.68%
- 1M
- -7.23%
- YTD
- -5.40%
- 6M
- -6.19%
- 1Y
- 17.47%
- 3Y*
- 9.68%
- 5Y*
- -0.58%
- 10Y*
- 7.33%
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EATZ vs. XRT - Expense Ratio Comparison
EATZ has a 1.00% expense ratio, which is higher than XRT's 0.35% expense ratio.
Return for Risk
EATZ vs. XRT — Risk / Return Rank
EATZ
XRT
EATZ vs. XRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Restaurant ETF (EATZ) and SPDR S&P Retail ETF (XRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EATZ | XRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.23 | 0.71 | -0.94 |
Sortino ratioReturn per unit of downside risk | -0.19 | 1.21 | -1.41 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.15 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.36 | -1.56 |
Martin ratioReturn relative to average drawdown | -0.38 | 3.60 | -3.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EATZ | XRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.23 | 0.71 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.02 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.34 | -0.27 |
Correlation
The correlation between EATZ and XRT is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EATZ vs. XRT - Dividend Comparison
EATZ's dividend yield for the trailing twelve months is around 0.50%, less than XRT's 0.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EATZ AdvisorShares Restaurant ETF | 0.50% | 0.50% | 0.18% | 0.49% | 2.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XRT SPDR S&P Retail ETF | 0.86% | 0.77% | 1.52% | 1.40% | 2.15% | 1.55% | 1.01% | 1.57% | 1.51% | 1.52% | 1.36% | 1.30% |
Drawdowns
EATZ vs. XRT - Drawdown Comparison
The maximum EATZ drawdown since its inception was -34.40%, smaller than the maximum XRT drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for EATZ and XRT.
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Drawdown Indicators
| EATZ | XRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.40% | -65.81% | +31.41% |
Max Drawdown (1Y)Largest decline over 1 year | -23.21% | -13.53% | -9.68% |
Max Drawdown (5Y)Largest decline over 5 years | — | -44.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.02% | — |
Current DrawdownCurrent decline from peak | -18.11% | -16.82% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -13.38% | -15.01% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.13% | 5.11% | +7.02% |
Volatility
EATZ vs. XRT - Volatility Comparison
The current volatility for AdvisorShares Restaurant ETF (EATZ) is 5.04%, while SPDR S&P Retail ETF (XRT) has a volatility of 5.65%. This indicates that EATZ experiences smaller price fluctuations and is considered to be less risky than XRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EATZ | XRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 5.65% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 14.65% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 24.75% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 27.01% | -5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 27.17% | -5.52% |